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    IC substrate shortage to persist in 2026, AI and memory clients sign long-term contracts
    11h 46min ago
    Arm China reemerged with 'Zhouyi' X3 NPU after management turmoil
    11h 46min ago
    Memory shortage impacts consumer product demand; IC design houses fear price hikes
    11h 46min ago
    Samsung's Austin foundry posts3Q25 net profit surpassing full year 2024
    11h 47min ago
    Chinese NEVs rapidly expand in Europe, Chinese brand adoption grows
    11h 47min ago
    NEWS TAGGED INFRASTRUCTURE
    Thursday 20 November 2025
    Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
    Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation...
    Wednesday 19 November 2025
    RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

    China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center...

    Wednesday 19 November 2025
    Microsoft and Nvidia form multi-billion partnership with Anthropic
    Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed...
    Tuesday 18 November 2025
    GlobalFoundries expands SiPh footprint with AMF acquisition in Singapore

    GlobalFoundries (GF) has acquired Singapore-based Advanced Micro Foundry (AMF), positioning the US chipmaker as the world's largest...

    Tuesday 18 November 2025
    Why China's AI boom now favors power systems over silicon
    China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling,...
    Tuesday 18 November 2025
    GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
    GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity...
    Tuesday 18 November 2025
    South Korean President and SoftBank's Son to discuss AI investment and Stargate
    South Korean President Jae-Myung Lee is coordinating a meeting with SoftBank chairman Masayoshi Son, expected to take place in 2025. The discussion is speculated to focus on AI investments...
    Tuesday 18 November 2025
    Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
    Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
    Tuesday 18 November 2025
    PGC Strengthens Cloud and AI ASIC Acceleration with Synopsys' Next-Generation Interface and Memory IP on Advanced Nodes

    As AI workloads scale across global cloud infrastructure, chip designers face a persistent challenge: balancing compute throughput, bandwidth, and power efficiency amid...

    Monday 17 November 2025
    Microsoft launches AI superfactory to mitigate grid load
    Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
    Monday 17 November 2025
    Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
    Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
    Friday 14 November 2025
    G-Shank sees strong AI-driven growth for stamping parts
    G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...
    Friday 14 November 2025
    Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom
    Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
    Friday 14 November 2025
    China's supernode boom sends warning to Nvidia

    Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

    Friday 14 November 2025
    Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem
    At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...
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    Asia webinar 1205
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    APD: Technology-Driven Innovation Powering Global Growth
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